Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Bernabe is a financial advisor with J.p. Morgan Securities LLC. Tania has been in the industry since 2022 and holds Series 63, 6TO, and SIE licenses. Tania is registered in California and specializes in Investment Company Products/Variable Contracts. She is also registered to provide financial planning and portfolio management services to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
09/30/2022 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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